Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$2.2M
- Health$1.6M
- Vision$1.6M
- Life$587K
- Long-term disability$587K
- Other$587K
Sponsor portfolio
THE LEE COMPANY
EIN 06-0639381mechanical or industrial engineeringLatest filing 2024
Plans
2
Retirement
1
$449.3M assets
Welfare
1
$2.2M premiums
Participants
2,424
2 PETTIPAUG ROAD, P.O. BOX 424 - WESTBROOK, CT 064981591860-399-6281theleeco.comLinkedIn1001-5000 employeesmechanical or industrial engineering
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.2M premiums / 1,106 covered livesCarrier market share
Premium dollars by Schedule A carrier
73%top
- ANTHEM LIFE INSURANCE COMPANY73%
- UNITED OF OMAHA LIFE INSURANCE COMPANY27%
Broker market share
Schedule A broker compensation
65%top
- ASSUREDPARTNERS65%
- UNITED OF OMAHA LIFE INSURANCE CO29%
- RISK STRATEGIES COMPANY6%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
THE LEE COMPANY PROFIT SHARING PLAN
ProfitSharing
Assets$449.3M
Participants1,346
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504
THE LEE COMPANY GROUP LIFE, DISABILITY, MEDICAL AND DENTAL PLAN
Self Funded - ANTHEM HEALTH PLANS, INC.
Premiums$2.2M
Covered lives1,106
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | THE LEE COMPANY PROFIT SHARING PLAN | ProfitSharing | $449.3M | 1,346 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 504 | THE LEE COMPANY GROUP LIFE, DISABILITY, MEDICAL AND DENTAL PLAN | Self Funded | ANTHEM HEALTH PLANS, INC. | $2.2M | 1,106 | 2024 |
Retirement plans
Welfare plans